Manual Accounts

Manually Entered Accounts and Holdings

In addition to syncing live account data through our institutions, Quovo allows users to manually enter holdings. Each one of these manual holdings will have a corresponding manual account. Since the only time a manual holding changes is when the end user updates it, we recommend manual accounts be used for longer-term holdings such as real estate, private equity holdings, automobiles or collections.

Create a Manual Account

POST to https://api.quovo.com/v3/users/{user_id}/manual_accounts and pass:

The name of the account. Typically, this name will describe a set of holdings, e.g., “Real Estate” or “Comic Book Collection”

curl -X POST -H "Authorization: Bearer a724809d37d0a21b7e9257f45cee416f5aec61993ab4b09e" \
    -H "Content-Type: application/json" \
    -d '{"name" : "Real Estate"}' \
    "https://api.quovo.com/v3/users/162703/manual_accounts"

Creating a manual account will automatically create a new connection_id on the “Manually Entered Holdings” institution (institution_id 21639).

Add a Manual Holding

Within each manual account, users must enter the holdings, which we call Manual Holdings.

POST to https://api.quovo.com/v3/manual_accounts/{account_id}/manual_holdings and pass:

The name of the holding e.g., “Uncanny X-Men #1”

And either:

The value of the holding. If only value is given, we will default to a quantity of 1 and a price equal to value
The price and quantity . We will calculate the value using the given price and quantity, e.g. 4 copies of “Uncanny X-Men #1” at $10,000 each

curl -X POST \
    -H "Authorization: Bearer a724809d37d0a21b7e9257f45cee416f5aec61993ab4b09e" \
    -H "Content-Type: application/json" \
    -d '{"name": "Quovo Condo", "value": 812500}' \
    "https://api.quovo.com/v3/manual_accounts/1042111/manual_holdings"

To update your manual holding, make a PUT call to https://api.quovo.com/v3/manual_accounts/{account_id}/manual_holdings including the symbol of the holding and its new value , or price and quantity .

To delete your manual holding, make a DELETE call to https://api.quovo.com/v3/manual_accounts/{account_id}/manual_holdings and pass the the symbol of the holding.

Note: You can not change the name of a manual holding after it’s been created. Quovo appends the account_id to the name of every manual holding in order to guarantee a unique symbol. For example, “Uncanny X-Men #1” will become “Uncanny X-Men #1 (1042111).”

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